Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED COMMUNITY BANK | 08-02-2024 | 06-30-2024 | 388 | 247,504,678 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS SMALL CP ETF | EXCHANGE-TRADED FUND | 151 | $450,861 | 2,638 | 0.00 | 0.00 | 320 | 13.81 | 09-30-2022 |
| GENERAL DYNAMICS CORP | COMMON STOCK | 152 | $446,235 | 1,538 | 0.00 | 0.00 | -8 | -0.52 | 06-30-2024 |
| CENCORA INC COM | COMMON STOCK | 153 | $441,363 | 1,959 | 0.00 | 0.00 | 5 | 0.26 | 06-30-2024 |
| SPDR SERIES TRUST PRTFLO S&P500 GW ETF | EXCHANGE-TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
